The payment of taxes and other expenses allocated between the sub-trusts is a great question. When there is an allocation of assets between sub-trusts and the Surviving Trustor amends their sub-trust, providing for different distributions or beneficiaries, this means that... Read more
Even if there is a Trust, the Original Last Will and Testament matters. The Original Last Will and Testament is important because under California Probate Code section 8200 the custodian of the Will is required to lodge the Original... Read more
From the desk of Jennifer N. Sawday, Esq: What is California Probate Code Section 16061.7 and why does it pack a big punch? This is a California code provision for the administration of revocable trusts when such trust becomes irrevocable.... Read more
Top Ten Trust Administration Rules to Keep You out of Trouble By Mark Doyle, Esq. and Monica Goel, Esq. Partners at TLD Law People have become educated to know that estate planning is important. Without it, your life savings and... Read more